News

Summit Investment Advisory Services announced its partnership with Merchant Investment Management, an alignment that will support the firm’s specialized service offering for retirement planning and also bring focus to Summit as a destination firm for like-minded advisors.

River Wealth Advisors (RWA), one of the largest independent registered investment advisory firms in Central Pennsylvania and the Lehigh Valley,, has entered a partnership with Merchant as the firm looks to accelerate growth under newly-elevated leadership

Recognizing the opportunity to expand internationally, Merchant Investment Management has partnered with Brainvest Wealth Management, a $3 billion multi-shore firm offering wealth planning services and sophisticated, alternative investment solutions to complex, international families and entrepreneurs.

Serial RIA investor Merchant Investment Management has taken a minority stake in Concurrent Advisors, an office of supervisory jurisdiction for a group of Raymond James-affiliated advisors with a combined $12.2bn in assets.

Merchant Investment Management, a New York–based private partnership that provides growth capital and other support to independent financial services firms, has taken a minority, non-controlling interest in Concurrent Advisors, a super office of supervisory jurisdiction of Raymond James Financial Services. San Diego–based Concurrent supports 55 advisory teams and a total $12.2 billion in client assets, Merchant’s biggest deal to date.

Concurrent Advisors, a company that helps breakaway financial advisors set up independent practices affiliated with Raymond James, has sold a minority stake to Merchant Investment Management.

Merchant Investment Management announced a minority equity investment in Concurrent Advisors, a partnership of independent wealth managers affiliated with Raymond James Financial Services, Inc. (RJFS), bolstering Concurrent’s offering to fuel growth and create alignment within its rapidly expanding network.

U.S. Capital Advisors and Legacy One Financial Advisors Merge Forces to Create One of the Largest Independent Wealth RIAs in Texas, Focused on Empowering Others

Alaris Acquisitions, a team of merger-and-acquisition experts led by Allen Darby that works with a select group of wealth management firms by sourcing, negotiating, and closing new acquisition opportunities, announces its partnership with Merchant Investment Management, LLC.